In today's fast paced environment, we recognize the importance of keeping up to date with your investments and your financial plan.
Through our relationships with our strategic technology partners, as well as our in house technology development team, we provide
a comprehensive technology solution to your advisor so he/she can keep you "in the know" about your financial plan.
We support our independent advisors by offering a host of technology solutions to them so they can customize your experience,
with the goal of meeting and exceeding your goals. We've developed relationships with some of the industry's leading technology
partners to help our advisors manage the client experience from A to Z.
The Financial HQ Technology package made available to affiliated advisors allows them the chance to enhance your experience
as an investor and client of the firm. Our technology partners include:
Broker Dealer & RIAMember FINRA/SIPC
Formulaic TrendingMoney Management
Turnkey AssetManagement Platform
Insurance & AnnuityDistribution
Multimedia MarketingConsulting & Technology
Compliance Guidance &Practice Management